Pitchbox + Trello
Create Trello cards for new tasks added to Pitchbox opportunities
It can be hard to manage tasks across teams. This automation creates cards in Trello when new opportunity tasks are created in Pitchbox. Two separate workflows working together seamlessly!
It can be hard to manage tasks across teams. This automation creates cards in Trello when new opportunity tasks are created in Pitchbox. Two separate workflows working together seamlessly!
- When this happens...
Task CreatedTriggers when a task is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CardAdds a new card on a specific board and list.
ActionWriteCreate a new record or update an existing record in your app.
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Campaign Archived
Triggers when a campaign is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Campaign Deleted
Triggers when a campaign is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matched Email
Triggers when an email is matched.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Tagged
Triggers when a tag is added to an opportunity.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is marked as complete.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Created
Triggers when a user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UrlRequired
Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
DescriptionRequired
Opportunity ID
Campaign ID
Assigned To User ID
Due Date
Automatically mark as complete when opportunity receives an email reply
Automatically mark as complete when opportunity milestone is changed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
New MilestoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Project ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Account ID
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Notification
Triggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoardRequired
MemberRequired
Membership TypeRequired
Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
LabelRequired
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Member(s)Required
List
CardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ListRequired
NameRequired
Description
Labels
Custom Labels
Card Position
Member
Start Date
Due Date
File Attachments
URL Attachments
Checklist Name
Checklist Items
Cover Info
Card Color
Brightness
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
ChecklistRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
Card
ChecklistRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
Card
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List
CardRequired
ChecklistRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization
Board
List Name
Keyword
Member
Label
Due Date Filter
Has Filter
Only Starred Boards
Open Cards Only
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoardRequired
List
CardRequired
SearchRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Campaign Created
Triggers when a campaign is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Field Updated
Triggers when a custom field is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Milestone Change
Triggers when an opportunity milestone is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Archived
Triggers when a user is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task IDRequired
Completed By User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Note contentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Custom Field TokenRequired
New ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
New Name
New Description
New Assigned To User ID
New Due Date
New Autocomplete On Communication (T/F)
New Autocomplete On Milestone (T/F)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Communication IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Opportunity ID
Campaign ID
Milestone
Domain Name
Name
Url
Workflow status
Is outreach in progress
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
Show Completed (T/F)
Assigned To User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Board
Triggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planActivityRequired
Board
List
Card
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Info
Board
Time Before
Time Before (Unit)
Status
Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoardRequired
List
CardRequired
ChecklistRequired
Checklist Item NameRequired
Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
File Attachments
URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
From List
CardRequired
To Board
To ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Card Name
Card Description
Overwrite Description
Card Start Date
Card Due Date
Due Complete
Card Position
Card Closed
Cover Info
Card Color
Brightness
Attachment ID
URL
Size
Location Info
Coordinates
Address
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Checklist NameRequired
Checklist to Copy
Checklist Items
Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board
List
CardRequired
Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
NameRequired
Organization
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
Label NameRequired
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
List
CardRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appChecklist IDRequired
Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appList IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrello Query StringRequired
Organization
Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Member NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoardRequired
List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Board NameRequired
DescriptionRequired
Permission Level
Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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